See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,638 | $198,466+2.1% | $170,442+18.9% | $147,584+37.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 27.01% | 257.29%-230.3pp | 205.93%-178.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $6,031 | $6,184-2.5% | $5,433+11.0% | $4,876+23.7% |
| Participant deferral / active EE | $4,251 | $5,629-24.5% | $4,939-13.9% | $5,439-21.8% |
| Admin fee / account holder | $2,202 | $16,852-86.9% | $13,880-84.1% | $10,885-79.8% |